Latest Institutional Purchases of Boulder Growth & Income Fund (STEW)
This list provides information on the latest institutional transactions involving Boulder Growth & Income Fund (STEW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
12KNew |
$130K - $160K
|
12K
$192K
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.4KNew |
$112K - $139K
|
10.4K
$166K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.01K+ 18.29% |
$21.7K - $26.8K
|
13K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31KNew |
$14.2K - $17.5K
|
1.31K
$21K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
485New |
$5.24K - $6.46K
|
485
$7.76K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
142+ 0.73% |
$1.53K - $1.89K
|
19.7K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.3% |
$670 - $826
|
20.9K
$335K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 0.99% |
$313 - $386
|
2.97K
$47.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.08% |
$54 - $66.6
|
6.04K
$96.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 9.39% |
$32.6K - $39.4K
|
34.9K
$559K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
184New |
$2K - $2.42K
|
184
$2.94K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142New |
$1.54K - $1.87K
|
142
$2.27K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 0.35% |
$402 - $487
|
10.5K
$168K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5KNew |
$57.1K - $73.8K
|
5K
$80K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
112+ 0.71% |
$1.28K - $1.65K
|
15.9K
$255K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
111New |
$1.27K - $1.64K
|
111
$1.78K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20+ 0.18% |
$228 - $295
|
11K
$176K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.06KNew |
$14.4K - $15.9K
|
1.06K
$17K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$159K - $175K
|
12.3K
$196K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.57KNew |
$20.3K - $22.3K
|
1.57K
$25.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
713New |
$9.35K - $10K
|
713
$11.4K
|
|
| Q1 2021 | |||||||
|
Apr 14, 2021
Q1 2021
|
First Bank & Trust
|
BUY
|
- |
82New |
$900 - $1.03K
|
82
$1.31K
|
|
| Q4 2020 | |||||||
|
Mar 24, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
19.6KNew |
$186K - $219K
|
19.6K
$314K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$154K - $181K
|
16.2K
$259K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.01KNew |
$76.1K - $89.6K
|
8.01K
$128K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 0.92% |
$140 - $166
|
1.76K
$28.1K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
15KNew |
$165K - $177K
|
15K
$240K
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
400+ 99.5% |
$4.39K - $4.72K
|
802
$12.8K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
40.6KNew |
$416K - $461K
|
40.6K
$650K
|
|
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
13.3KNew |
$137K - $152K
|
13.3K
$213K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.5KNew |
$108K - $119K
|
10.5K
$168K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25New |
$255 - $274
|
25
$400
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
336KNew |
$3.43M - $3.72M
|
336K
$5.37M
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Grace & White Inc
|
BUY
|
- |
36.6KNew |
$358K - $373K
|
36.6K
$585K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$50.7K
|
|